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Gary J. Giordano

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CRD#: 2722480
GG

Professional summary


Gary Joseph Giordano was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gary is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Gary had worked at 7 firms, which includes CLARK STREET CAPITAL INC., YANKEE FINANCIAL GROUP INC., WEATHERLY SECURITIES CORPORATION, MAGNUM SECURITIES OF NEW YORK INC., LCP CAPITAL CORP., SHAMROCK PARTNERS LTD, J.P. TURNER & COMPANY L.L.C..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 24, 2002 - December 31, 2003

CLARK STREET CAPITAL, INC.

BD
CRD#: 38304
LEVITTOWN, NY
Past

September 25, 2001 - October 16, 2002

YANKEE FINANCIAL GROUP, INC.

BD
CRD#: 17966
MELVILLE, NY
Past

December 12, 2000 - September 27, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

January 12, 2000 - December 7, 2000

MAGNUM SECURITIES OF NEW YORK INC.

BD
CRD#: 39267
NEW YORK, NY
Past

November 30, 1998 - December 20, 1999

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

September 4, 1998 - December 31, 1998

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

December 15, 1997 - August 21, 1998

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/15/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CLARK STREET CAPITAL, INC.
CLARK STREET CAPITAL, INC.

CRD#: 38304 / SEC#: , 8-48222

BD
Terminated by SEC on 12/14/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/16/1995
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FAM HOLDINGS, LLC.SHAREHOLDER
EXECUTEDIRECT.COMSHAREHOLDER
ALFONSI, MARCOPRESIDENT, VICE-PRESIDENT
COLEMAN, JAMES STUARTOPTIONS PRINCIPAL/CROP1211212
FUSCO, MARYANNFINANCIAL OPERATIONS PRINCIPAL867065
HOLTMEYER, ANDREW WALTERSECRETARY

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARK STREET CAPITAL, INC.

CRD#: 38304

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